At Oak Tree Wealth Management our goal is to help you reach your goals. It is easier to work on your goals when you have a partner to help. In today's specialized world, wouldn't you like an independent CERTIFIED FINANCIAL PLANNER™ Professional with decades of experience on your side? We would like to be your long term partner helping you work towards creating a solid financial future for you and your family.
Oak Tree Wealth Management is an independent firm located in San Ramon in the East Bay area of Northern California. We work with families and individuals that have reached a level of success in their lives and want a financial planner to help them move to the next level. Our clients mostly live in in the Tri-Valley area from Lafayette, Walnut Creek, down through San Ramon and out to Pleasanton and Livermore. We specialize in working with widows and divorcees. We find that our services, especially for women in transition, help our clients have control and confidence in their financial lives.
Please call us today to see if we are the long term partner you would like to have on your side!
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Do You Feel Lucky?
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